Apt Wealth Partners Email Format

Financial ServicesNew South Wales, Australia51-200 Employees

Apt Wealth Partners operates as a national financial advisory firm with offices in Sydney, the Northern Beaches, Melbourne and Geelong. With more than 30 years in the industry, it manages client assets totaling over $2 billion and provides services spanning retirement savings and investments, self-managed super funds, expat advice, wealth protection, estate planning, aged care and home loans. The organization emphasizes guiding clients through the financial planning process to balance present needs with future goals, relying on an experienced team to tailor solutions.

Its client base includes individuals and families seeking objective, personalized financial guidance across a broad range of needs within Australia. In October 2025, Apt Wealth Partners appointed Andrew Dunbar as chief executive officer, with the outgoing CEO shifting to executive chair to focus on growth initiatives including mergers and acquisitions.

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